Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Rick who wrote (25832)	6/4/2000 4:10:00 PM
From: Rick	Read Replies (1) \| Respond to of 54805

Besides updating the resource section there are not many changes to this week's FAQ. However, I do remember pictures from the Las Vegas trip being posted. If someone can direct me to the message numbers I'll try to work them into the next edition. - Fred

To: Rick who wrote (25832)	6/4/2000 11:07:00 PM
From: Archie Meeties	Respond to of 54805

Thanks for the welcome. Although generic, it beats the usually hostility that the word "gold" brings. The basic concept of G&K investing reminds me of a narrow application of the ideas of Thomas Kuhn. Some of his works are the the core writing in the philosophy of science, and I recommend it to anyone who might seek a fresh perspective on g&k investing. The small technological shifts that enable new gorilla's to emerge, however, will be overshadowed by a more fundamental shift in investment philosophy. One that doesn't affect a companies status as a gorilla, but breaks the relationship between that and the value of the equity which reflects it. Since that type of gorilla - a new life form, really - is clearly not the purpose of this thread, I'll finish my posting here. But tell Thomas to pick himself up some gold, ok?